SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $505 | +58.3% | 10,553 | +61.4% | 0.41% | +185.9% |
Q1 2023 | $319 | -55.5% | 6,537 | -56.0% | 0.14% | -45.4% |
Q4 2022 | $717 | -99.7% | 14,869 | +238.0% | 0.26% | +288.1% |
Q1 2022 | $218,000 | -50.8% | 4,399 | -49.5% | 0.07% | -15.2% |
Q4 2021 | $443,000 | -25.7% | 8,707 | -25.3% | 0.08% | -57.1% |
Q3 2021 | $596,000 | +101.4% | 11,652 | +101.4% | 0.18% | +201.6% |
Q2 2021 | $296,000 | -96.8% | 5,786 | -96.8% | 0.06% | -97.5% |
Q1 2021 | $9,200,000 | +16.1% | 179,306 | +16.3% | 2.40% | +25.5% |
Q4 2020 | $7,921,000 | +2708.9% | 154,130 | +2712.6% | 1.91% | +242.1% |
Q3 2020 | $282,000 | – | 5,480 | – | 0.56% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IFS Advisors, LLC | 372,342 | $17,961,794 | 31.05% |
Pacific Sage Partners, LLC | 1,344,960 | $64,880,858 | 21.54% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 701,340 | $33,832,642 | 16.59% |
Edgehill Endowment Partners, LLC | 1,334,197 | $64,361,666 | 14.01% |
Mount Lucas Management LP | 744,029 | $35,891,959 | 11.76% |
Altiora Financial Group, LLC | 435,348 | $21,001,179 | 10.48% |
Northeast Financial Group, Inc. | 273,143 | $13,176,396 | 10.44% |
FLC Capital Advisors | 683,931 | $32,992,831 | 10.26% |
United Capital Management of KS, Inc. | 480,057 | $23,157,943 | 9.56% |
Passive Capital Management, LLC. | 428,577 | $20,674,561 | 9.41% |